Crestwood Advisors Group, LLC

Position in RBC — RBC Bearings INC

CIK 1426853 BOSTON, MA

Position in RBC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$385,791

+$41,453 QoQ

Shares Held

599

-5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#459

of 684 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $4,125,780 across 5 Tools & Accessories names. RBC ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc	5,145	$2,070,348
2	SWK	Stanley Black & Decker, Inc.	9,193	$865,245
3	TKR	Timken Co	3,789	$550,617
4	RBC	RBC Bearings INC This page	599	$385,791
5	TTC	Toro Co	2,605	$253,779

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,791	599	-5.5%	Shares	Sole	2026-08-03
2026-03-31	$344,338	634	+1.1%	Shares	Sole	2026-05-05
2025-12-31	$281,165	627	+0.3%	Shares	Sole	2026-02-03
2025-09-30	$243,931	625	-7.8%	Shares	Sole	2025-11-07
2025-06-30	$260,894	678	+0.6%	Shares	Sole	2025-08-05
2025-03-31	$216,872	674	-6.0%	Shares	Sole	2025-05-05
2024-12-31	$214,483	717	0.0%	Shares	Sole	2025-02-04
2024-09-30	$214,655	717	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.